A big bright spot in the semiconductor industry is the world of LEDs, as was evident in the Semicon West that just ended.
From lighting and gadget screens to TVs, billboards, cars and more, forecasts for LED sales are pretty rosy.
With luminary analyst Carl Johnson, let's discuss:
* What do the LED forecasters say? What are the principal areas of demand?
* Who are the major suppliers?
* How are LEDs doing relative to substitute technologies?
* Are there bumps in the road? When will LEDs be ubiquitous?